Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Brent D McIlvain, CFP®|CPWA®|AAMS®|CRPC™
241 E Southlake Blvd, Southlake, TX
76092, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Brent D McIlvain, CFP®|CPWA®|AAMS®|CRPC™
What services does Edward Jones - Financial Advisor: Brent D McIlvain provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the regular office hours for Edward Jones - Financial Advisor: Brent D McIlvain?
The office is open Monday through Friday from 8:30 AM to 5:00 PM Central Time and is closed on Saturdays and Sundays except by appointment.
How can I schedule an appointment with Brent D McIlvain?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/brent-mcilvain/contact/.
Where is Edward Jones - Financial Advisor: Brent D McIlvain located?
The office is located at 241 E Southlake Blvd, Suite 140, Southlake, TX 76092, USA.
Does Edward Jones - Financial Advisor: Brent D McIlvain offer any tools to help plan for retirement?
Yes, they feature a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for their future.
What nearby services might be useful to customers visiting Edward Jones in Southlake?
Nearby services include Kevin Hendricks Insurance Agency and Farmers Insurance - Kevin Hendricks for auto insurance, complementary to financial planning needs.
Are there wellness or medical services near Edward Jones' Southlake office where clients can visit?
Yes, nearby options include Southlake Clinical Aesthetics, Southlake Natural Family Wellness, and SkyLife Wellness offering spas, medical spa, acupuncture, and mental health counseling.
Where can I find dental services close to Edward Jones in Southlake if I need appointments before or after my financial consultation?
There are several dental offices nearby such as Ravi Doctor DDS, DABOI, DICOI, Stellar Dentistry, Michael Mabry DDS MAGD, and Dr. Sean Cerone D.D.S.
What languages are spoken at Edward Jones - Financial Advisor: Brent D McIlvain's office?
The office provides services in English.
How can I contact Brent D McIlvain via phone or email?
You can reach the office by phone at +1 817-406-3421 or the alternate phone at +1 817-442-9809, and contact via email at brent.mcilvain@edwardjones.com.